WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 79 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $225 | -99.9% | 4,815 | -16.0% | 0.00% | 0.0% |
| Q1 2021 | $271,000 | -1.1% | 5,735 | -3.8% | 0.00% | -50.0% |
| Q4 2020 | $274,000 | -11.6% | 5,960 | -20.4% | 0.00% | 0.0% |
| Q3 2020 | $310,000 | -8.8% | 7,490 | -10.0% | 0.00% | -33.3% |
| Q2 2020 | $340,000 | +7.3% | 8,321 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $317,000 | -15.7% | 8,589 | +11.8% | 0.00% | 0.0% |
| Q4 2019 | $376,000 | +6.5% | 7,682 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $353,000 | -2.2% | 7,682 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $361,000 | +7.8% | 7,667 | +6.1% | 0.00% | 0.0% |
| Q1 2019 | $335,000 | +8.1% | 7,225 | -1.0% | 0.00% | 0.0% |
| Q4 2018 | $310,000 | -15.5% | 7,300 | -4.0% | 0.00% | -25.0% |
| Q3 2018 | $367,000 | -16.2% | 7,604 | -17.0% | 0.00% | -20.0% |
| Q2 2018 | $438,000 | +4.5% | 9,161 | +9.0% | 0.01% | 0.0% |
| Q1 2018 | $419,000 | +22.2% | 8,406 | +24.2% | 0.01% | +25.0% |
| Q4 2017 | $343,000 | +43.5% | 6,768 | +38.3% | 0.00% | -42.9% |
| Q1 2015 | $239,000 | +17.7% | 4,894 | +20.7% | 0.01% | +16.7% |
| Q3 2014 | $203,000 | – | 4,055 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 9,984 | $477,000 | 10.47% |
| Private Vista, LLC | 577,275 | $27,588,000 | 6.38% |
| CUTLER INVESTMENT COUNSEL LLC | 252,962 | $12,089,000 | 2.38% |
| BEACON FINANCIAL GROUP | 170,129 | $8,130,000 | 1.37% |
| Baystate Wealth Management LLC | 117,786 | $5,655,000 | 0.84% |
| Evanson Asset Management, LLC | 42,561 | $2,034,000 | 0.40% |
| Biltmore Family Office, LLC | 15,175 | $725,000 | 0.36% |
| CORDA Investment Management, LLC. | 58,173 | $2,780,000 | 0.34% |
| Creative Planning | 1,726,173 | $82,494,000 | 0.32% |
| Blue Chip Partners, LLC | 25,272 | $1,208,000 | 0.32% |